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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $44,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,741 | $55,437-21.1% | $155,534-71.9% | $74,459-41.3% |
| Participation rate | 55.9% | 61.9%-6.0pp | 78.2%-22.3pp | 67.2%-11.3pp |
| Annual return | 12.45% | 269.58%-257.1pp | 64.92%-52.5pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,500 | $2,266-33.8% | $4,675-67.9% | $2,626-42.9% |
| Participant deferral / active EE | $2,648 | $2,837-6.7% | $5,630-53.0% | $4,350-39.1% |
| Admin fee / account holder | $260 | $1,742-85.1% | $15,900-98.4% | $1,945-86.7% |